See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $20,026 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,925 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,832 | $69,305+6.5% | $82,313-10.3% | $69,631+6.0% |
| Participation rate | 92.7% | 80.3%+12.5pp | 76.9%+15.9pp | 70.7%+22.1pp |
| Annual return | 19.48% | 21.47%-2.0pp | 25.88%-6.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,582 | $1,887-16.1% | $2,428-34.8% | $2,032-22.1% |
| Participant deferral / active EE | $2,935 | $3,568-17.8% | $3,706-20.8% | $3,224-9.0% |
| Admin fee / account holder | $82 | $97-15.8% | $5,608-98.5% | $110-25.9% |